Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado
As Congress prepares to vote on funding, the Labor Department's fiduciary duty rule and some pension benefits could be at risk in last-minute deal making.
Tips to help make 2014 less painful than 2013 for wealthy clients
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
Guidance from the IRS on its one-IRA-rollover-per-year rule requires advisers to know where clients' money has been or risk a snafu that could sever that relationship.
Nine months after the start of her financial advisory journey, the moment of truth arrived for last Saturday when she sat for the CFP exam.
There is more to building a practice than enjoying a lift from market performance, merging with other firms…
The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.
For advisers, it's time to get familiar with the terms under which union employees receive health care.
New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.
Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.
